Type of Qualification: First Degree
Field of Study: Business Administration, Accounting, Finance or a related field.

Key Responsibilities

• Actively source, engage, and acquire new customers through field visits, referrals, and networking.
• Promote and sell the bank’s products and services (e.g., accounts, loans, deposits, insurance, cards, etc)
• Conduct product presentations, explain features and benefits, and address customer queries.
• Ensure completion of account opening forms and documentation in compliance with KYC and regulatory requirements.
• Achieve daily, weekly, and monthly sales targets as assigned.
• Provide regular feedback on customer needs, market trends, and competitor activities.
• Maintain strong relationships with customers for retention and cross-selling opportunities.
• Represent the bank professionally in all customer interactions.
• Develop business opportunities by following up leads generated.
• Conduct cold calling in a planned manner, focusing on potential high value prospects.
• Proactively identify and follow-up on new business in order to increase market share.
• Market and provide information on the Personal Banking product to customers.
• Follow-up on sales to ensure that customer needs have been met.
• Provide additional information to ensure support on the products and identify problems.
• Successfully hand over customer relationships to the Personal Banker, Branch Manager and business development managers under employee value banking (EVB).
• Ensure that all service level agreements are complied and keep abreast of changes in this regard.
• Attend to all enquiries that may arise from the client, Credit or at Branch level.
• Conduct a needs analysis to identify customer needs effectively when opening new accounts or giving product advice, in line with guidelines and product requirements